AMOM vs CGGR

AMOM vs CGGR

Which is better, AMOM or CGGR?

AMOM has been ahead.

CGGR has a lower expense ratio. AMOM led over 1Y, 3Y and the full window. AMOM is less concentrated, with 36.9% of the fund in its ten largest positions against 40.8%.

Lower Fees: CGGRHigher Returns: AMOMLess Concentrated: AMOM

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricAMOMCGGR
Expense Ratio0.75%0.39%Best
AUM$23M$26.6B
Dividend Yield0.00%0.15%
Holdings10297
YTD Return+19.96%Best+6.35%
1Y Return+21.68%Best+8.20%
3Y Return (annualized)+24.92%Best+24.14%
5Y Return (annualized)+11.23%-
Volatility (annualized)21.8%19.3%Best
Max Drawdown-30.3%-28.9%Best
$10,000 over 4.6 years$21,445Best$19,434
Top 10 Weight36.9%Best40.8%
Fund FamilyQRAFT AI ETFsCapital Group (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionMay 20, 2019Feb 22, 2022

Volatility and max drawdown, and the $10,000 over 4.6 years row, are measured over the window both funds cover: Feb 24, 2022 to Oct 14, 2026 (4.6 years).

AMOM vs CGGR growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 4.6 years both funds cover.

Compare AMOM against instead:AMOM vs SPYAMOM vs QQQAMOM vs VOOAMOM vs VTICGGR against:CGGR vs VXUS

AMOM vs CGGR Performance

Qraft AI-Enhanced US Large Cap Momentum ETF (AMOM) is an ETF from QRAFT AI ETFs and Capital Group Growth ETF (CGGR) is an ETF from Capital Group (US). Over the past year AMOM returned +21.68% while CGGR returned +8.20%. Year to date, AMOM is up 19.96% versus a gain of 6.35% for CGGR.

Over three years, AMOM compounded at +24.92% per year against +24.14% for CGGR.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AMOM has been the more volatile fund, with annualized monthly volatility of 21.8% compared with 19.3% for CGGR. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -30.3% for AMOM and -28.9% for CGGR. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.87. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

AMOM charges 0.75% per year while CGGR charges 0.39%. On a $10,000 position that is $75 vs $39 annually, a gap of $36 per year that compounds over a long holding period. On income, AMOM currently yields 0.00% against 0.15% for CGGR.

Holdings Overlap

AMOM already in CGGR42.0%
CGGR already in AMOM21.8%

42.0% of AMOM's money is in holdings CGGR also owns. 21.8% of CGGR's money is in holdings AMOM also owns.

The two portfolios partly overlap.

16 positions in common, counted across the 50 positions we hold weights for in AMOM and 96 in CGGR, against full books of 102 and 97.

What only one of them owns

Our book lists 67 positions for CGGR that do not appear in our book for AMOM (69.3% of the fund), and 34 for AMOM that do not appear in CGGR (57.5%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in AMOMWeight in CGGRDifference
NVDANvidia Corp.8.55%5.07%3.48%
AVGOBroadcom Inc3.89%4.43%0.54%
MUMicron Technology, Inc.3.23%3.88%0.65%
CSCOCisco Systems Inc. - Ordinary Shares3.29%0.44%2.85%
GEGeneral Electric Co.2.76%0.97%1.79%
APHAmphenol Corp. Class A2.51%1.01%1.50%
INTCIntel Corp.1.88%1.43%0.45%
ANETArista Networks Inc Common Stock2.70%0.51%2.19%
PWRQuanta1.88%0.82%1.06%
STXSeagate Technology Plc2.32%0.16%2.16%

42.0% of AMOM is already inside CGGR.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

AMOMCGGR

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Frequently Asked Questions

Which is cheaper, AMOM or CGGR?

AMOM has an expense ratio of 0.75% while CGGR charges 0.39%. CGGR is the cheaper option, by $36 a year on a $10,000 investment.

Which performed better, AMOM or CGGR?

Over the past year AMOM returned +21.68% vs +8.20% for CGGR, so AMOM leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, AMOM or CGGR?

AMOM has been the more volatile fund at 21.8% annualized versus 19.3% for CGGR. Worst drawdown: AMOM -30.3% vs CGGR -28.9%.

Should I hold both AMOM and CGGR?

AMOM and CGGR have a monthly-return correlation of 0.87, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between AMOM and CGGR?

42.0% of AMOM's money is in holdings CGGR also owns. 21.8% of CGGR's is in holdings AMOM also owns. They hold 16 positions in common, counted across the 50 positions we hold weights for in AMOM and 96 in CGGR.

Which pays a higher dividend, AMOM or CGGR?

AMOM yields 0.00% while CGGR yields 0.15%, so CGGR currently pays the higher dividend yield.

Is CGGR better than AMOM?

CGGR has a lower expense ratio. AMOM led over 1Y, 3Y and the full window. AMOM is less concentrated, with 36.9% of the fund in its ten largest positions against 40.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.